AI Holders Summary · Q2 2026

101 institutions reported EOI in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 22.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$33M1.7M0.01%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$12M616K0.00%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M576K0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M533K0.00%Q2 2026 05

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$10M543K0.03%Q1 2026 06

Focus Partners Wealth

CIK 0001542153

$10M491K0.01%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$9M450K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$7M374K0.00%Q2 2026 09

Shaker Financial Services, LLC

CIK 0001511794

$6M310K1.91%Q2 2026 10

ROMAN BUTLER FULLERTON & CO

CIK 0000733444

$4M219K1.04%Q2 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M219K0.00%Q2 2026 12

TRUIST FINANCIAL CORP

CIK 0000092230

$4M217K0.01%Q2 2026 13

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$4M212K0.03%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M202K0.00%Q2 2026 15

ELEVATION POINT WEALTH PARTNERS, LLC

CIK 0001744349

$4M185K0.07%Q2 2026 16

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$4M183K0.03%Q2 2026 17

UBS Group AG

CIK 0001610520

$4M182K0.00%Q2 2026 18

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$3M156K0.03%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$3M147K0.00%Q2 2026 20

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M141K0.01%Q2 2026

Page 1 of 6

81 more holders available. Log in →